US & Other Research

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October 2026

• Putailai (璞泰来) A+H Pre-IPO: Early Thoughts ECM · 01 Oct 2026

September 2026

• RoboTechnik (罗博特科) IPO Trading ECM · 28 Sep 2026
• Kinwong (景旺电子) IPO Trading ECM · 28 Sep 2026
• This Week in AI (Sep 20-26): Opus 5.5 and GPT-6 launch cheaper; data center IPO delays Thematic · 26 Sep 2026
• Mynt (GCash) IPO: Analysis of Deal Terms and Valuation ECM · 25 Sep 2026
• Nscale Pre-IPO: Tearsheet ECM · 24 Sep 2026
• ESWIN Computing (奕斯伟计算) Pre-IPO: Tearsheet ECM · 24 Sep 2026
• ASR Microelectronics (翱捷科技) A+H Pre-IPO: Early Thoughts ECM · 23 Sep 2026
• Ligent (纳真科技) IPO Trading ECM · 21 Sep 2026
• Kinwong (景旺电子) A+H IPO: Analysis of Deal Terms ECM · 21 Sep 2026
• RoboTechnik (罗博特科) A+H IPO: Analysis of Deal Terms ECM · 21 Sep 2026
• This Week in AI (Sep 13-19): OpenAI delays IPO hopes; AI slowdown debate hits markets Thematic · 19 Sep 2026
• RoboTechnik (罗博特科) A+H Pre-IPO: Early Thoughts ECM · 17 Sep 2026
• Sunny Smart Autotech (舜宇智行) Pre-IPO: Tearsheet ECM · 14 Sep 2026
• Ligent (纳真科技) IPO: Analysis of Deal Terms and Valuation ECM · 14 Sep 2026
• This Week in AI (Sep 6-12): DeepSeek V4.1-Flash and IPO; OpenAI's Astra solves NS equation Thematic · 12 Sep 2026
• Mynt (GCash) Pre-IPO: Peer Comparison ECM · 11 Sep 2026
• YMTC (长江存储) Pre-IPO: Tearsheet ECM · 08 Sep 2026
• Longsys (江波龙) IPO Trading ECM · 07 Sep 2026
• SB Energy Pre-IPO: Tearsheet ECM · 07 Sep 2026
• This Week in AI (Aug 30-Sep 5): GPT-6 Astra and Fable 5.1 in same week; Moonshot files IPO Thematic · 05 Sep 2026
• Ligent (纳真科技) Pre-IPO: Peer Comparison ECM · 04 Sep 2026

August 2026

• SHEIN (希音) IPO Trading ECM · 31 Aug 2026
• Mech-Mind (梅卡曼德) IPO Trading ECM · 31 Aug 2026
• Longsys (江波龙) A+H IPO: Analysis of Deal Terms ECM · 31 Aug 2026
• This Week in AI (Aug 23-29): Ox Alpha and Jalapeno; Nvidia eyes Hugging Face Thematic · 29 Aug 2026
• Longsys (江波龙) A+H Pre-IPO: Early Thoughts ECM · 26 Aug 2026
• Mech-Mind (梅卡曼德) IPO: Analysis of Deal Terms ECM · 24 Aug 2026
• Mech-Mind (梅卡曼德) IPO: Peer Comparison and Valuation ECM · 24 Aug 2026
• SHEIN (希音) IPO: Analysis of Deal Terms ECM · 24 Aug 2026
• This Week in AI (Aug 16-22): Mysterious Ox Alpha model; Stripe buys OpenRouter; YMTC's IPO Thematic · 22 Aug 2026
• Mynt (GCash) Pre-IPO: Early Thoughts ECM · 18 Aug 2026
• Mech-Mind (梅卡曼德) Pre-IPO: Tearsheet ECM · 17 Aug 2026
• This Week in AI (Aug 9-15): DeepSeek hikes V4 prices; Anthropic shows profit before listing; Nvidia and DayOne finance data centers Thematic · 15 Aug 2026
• SHEIN (希音) Pre-IPO: Forecast and Valuation ECM · 14 Aug 2026
• Ingenic Semiconductor (北京君正) A+H Pre-IPO: Early Thoughts ECM · 11 Aug 2026
• MSCI China Sep 2026 Index Rebalance Forecast Index Rebalance · 10 Aug 2026
• This Week in AI (Aug 2-8): MiniMax H3 led video AI and open-weight; DeepSeek raises price and resumes funding Thematic · 08 Aug 2026
• SHEIN (希音) Pre-IPO: Peer Comparison ECM · 04 Aug 2026
• Amos Food (阿麦斯食品) Pre-IPO: Early Thoughts ECM · 03 Aug 2026
• This Week in AI (Jul 26-Aug 1): DeepSeek V4 Flash released; OpenAI cuts Luna price while Zhipu reopens GLM at higher prices Thematic · 01 Aug 2026

July 2026

• XREAL Pre-IPO: Early Thoughts ECM · 30 Jul 2026
• This Week in AI (Jul 19-25): Opus 5 and Qwen 3.8 launches; Kimi targets a pre-IPO after K3 release Thematic · 25 Jul 2026
• Zhongji Innolight (中际旭创) A+H Pre-IPO: Early Thoughts ECM · 20 Jul 2026
• This Week in AI (Jul 12-18): Grok 4.5 and Kimi K3; DeepSeek seeks $1.5bn; Zhipu hits $1bn ARR as Anthropic readies IPO Thematic · 18 Jul 2026
• This Week in AI (Jul 5-11): GPT-5.6 undercuts Fable 5; MiniMax and Zhipu placement; SK Hynix raises $26.5bn Thematic · 11 Jul 2026
• Sieyuan Electric (思源电气) A+H Pre-IPO: Early Thoughts ECM · 07 Jul 2026
• Kinwong (景旺电子) A+H Pre-IPO: Early Thoughts ECM · 06 Jul 2026
• This Week in AI (Jun 29-Jul 5): Fable 5 returns after GPT-5.6 preview; Meta sells compute Thematic · 06 Jul 2026
• Transsion (传音控股) A+H Pre-IPO: Early Thoughts ECM · 03 Jul 2026
• Ningbo Tuopu (拓普集团) A+H Pre-IPO: Early Thoughts ECM · 02 Jul 2026
• RIGOL (普源精电) A+H Pre-IPO: Early Thoughts ECM · 02 Jul 2026

June 2026

• This Week in AI (Jun 8-14): Claude's Fable 5 launched, jailbreaked, export banned; GLM-5.2 and Kimi 2.7 launches Thematic · 14 Jun 2026
• WUS Printed Circuit (沪电股份) A+H Pre-IPO: Early Thoughts ECM · 11 Jun 2026
• Nexchip (晶合集成) A+H Pre-IPO: Early Thoughts ECM · 11 Jun 2026
• Anker Innovations (安克创新) A+H Pre-IPO: Early Thoughts ECM · 10 Jun 2026
• This Week in AI (Jun 1-6): Anthropic IPO filing; Alphabet and Meta tap equity; MiniMax launches M3 Thematic · 07 Jun 2026
• SG Micro (圣邦微电子) A+H Pre-IPO: Early Thoughts ECM · 04 Jun 2026
• Mindray (迈瑞医疗) A+H Pre-IPO: Early Thoughts ECM · 03 Jun 2026
• Dongshan Precision (东山精密) A+H Pre-IPO: Early Thoughts ECM · 02 Jun 2026
• Luxshare Precision (立讯精密) A+H Pre-IPO: Early Thought ECM · 02 Jun 2026

May 2026

• This Week in AI (May 24-30): Anthropic raises $65bn and launches Opus 4.8; MiniMax seeks A-share listing and previews M3 Thematic · 31 May 2026
• Desay SV A+H Pre-IPO: Early Thought ECM · 28 May 2026
• This Week in AI (May 17-23): OpenAI files for IPO; Anthropic posts first profit; Nvidia reports Q1 Thematic · 24 May 2026
• HGTECH A+H Pre-IPO: Early Thoughts ECM · 20 May 2026
• Sungrow Power Supply A+H Pre-IPO: Early Thought ECM · 20 May 2026
• Shenzhen Inovance A+H Pre-IPO: Early Thought ECM · 19 May 2026
• This Week in AI (May 10-16): Chinese LLM takes open-source coding SOTA; Anthropic overtakes OpenAI in enterprise Thematic · 17 May 2026
• Wuxi Taclink Company Meeting Takeaway - From Telecom to Datacom Equity Bottom-Up · 17 May 2026
• SELL Pop Mart (9992 HK): Seasonal Trough, Not Structural Trough; August Is the Test Equity Bottom-Up · 13 May 2026
• This Week in AI (May 3-9): Anthropic/OpenAI deployment Co; China's national team into DeepSeek Thematic · 10 May 2026
• This Week in AI (Apr 26-May 2): China blocks Meta-Manus; Anthropic in talks at $900bn; Karpathy's thoughts on AI Thematic · 03 May 2026

April 2026

• This Week in AI (Apr 19-25): GPT-5.5 comes after Opus 4.7; Deepseek V4's shockwave for Zhipu and Minimax; SpaceX acquires Cursor Thematic · 26 Apr 2026
• This Week in AI (Apr 12-18): Anthropic/OpenAI rivalry intensifies; Opus 4.7; Cerebras IPO filing Thematic · 19 Apr 2026
• ArkBio (爱科百发) Pre-IPO: PHIP Update shows RSV on track, IPF bar rises ECM · 16 Apr 2026
• This Week in AI (Apr 5-11): Anthropic's Mythos is too dangerous for the public; Zhipu tops SWE-Bench on Huawei chips Thematic · 12 Apr 2026
• SELL Pop Mart (9992 HK): Mild Revision, Shorts Rebuilt, Trapped Southbound Money Equity Bottom-Up · 09 Apr 2026
• MSCI China March 2026 Rebalance: Post-Event Review Index Rebalance · 08 Apr 2026
• This Week in AI (Mar 29 – Apr 4): OpenAI pre-IPO $122bn fundraising; Zhipu Results; Google Gemma 4 Model Thematic · 05 Apr 2026